The 2020 Investment Conference has been postponed. 

The event, originally scheduled for May 14th, will be rescheduled for later in 2020.

Our keynote speaker will be Richard Bernstein, much-noted expert on equity, style and asset allocation and CEO/CIO of Richard Bernstein Advisors LLC.

Contact Brenda Campbell at (414) 310-5920 or to learn more or to secure your sponsorship!

“The conference is a great opportunity to gain actionable investment insight from the best-of-the-best in the industry. Even better, proceeds from the event help to promote financial literacy here at home. I’ve attended for years and wouldn’t miss it!”

– Duane McAllister, CFA, managing director
& senior portfolio manager, Baird Advisors

Premier Sponsor

Media Sponsor

Networking Sponsor

Panel Sponsors

Supporting Sponsors

Presenting Sponsors

Priebe Family Foundation

SecureFutures Young Professionals Board